Paulson Wealth Management Inc. Raises Holdings in iShares Russell 1000 Value ETF $IWD

Paulson Wealth Management Inc. lifted its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 3.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 280,992 shares of the exchange traded fund’s stock after buying an additional 8,925 shares during the period. iShares Russell 1000 Value ETF comprises about 14.1% of Paulson Wealth Management Inc.’s investment portfolio, making the stock its 2nd largest holding. Paulson Wealth Management Inc.’s holdings in iShares Russell 1000 Value ETF were worth $54,577,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of IWD. Modera Wealth Management LLC grew its stake in shares of iShares Russell 1000 Value ETF by 1.7% during the 2nd quarter. Modera Wealth Management LLC now owns 447,183 shares of the exchange traded fund’s stock worth $86,856,000 after acquiring an additional 7,484 shares in the last quarter. Paladin Advisory Group LLC boosted its holdings in iShares Russell 1000 Value ETF by 29.7% during the second quarter. Paladin Advisory Group LLC now owns 8,362 shares of the exchange traded fund’s stock worth $1,624,000 after purchasing an additional 1,915 shares during the last quarter. Anchor Capital Advisors LLC boosted its stake in shares of iShares Russell 1000 Value ETF by 33.4% during the 2nd quarter. Anchor Capital Advisors LLC now owns 23,679 shares of the exchange traded fund’s stock worth $4,599,000 after buying an additional 5,926 shares during the last quarter. Atlantic Union Bankshares Corp increased its position in shares of iShares Russell 1000 Value ETF by 612.7% in the second quarter. Atlantic Union Bankshares Corp now owns 23,036 shares of the exchange traded fund’s stock valued at $4,474,000 after acquiring an additional 19,804 shares during the last quarter. Finally, SP Asset Management LLC bought a new stake in iShares Russell 1000 Value ETF during the second quarter worth about $221,000. Institutional investors and hedge funds own 84.93% of the company’s stock.

iShares Russell 1000 Value ETF Stock Down 0.5%

Shares of iShares Russell 1000 Value ETF stock opened at $203.10 on Friday. The stock has a market cap of $64.61 billion, a P/E ratio of 18.83 and a beta of 0.89. iShares Russell 1000 Value ETF has a 12-month low of $163.19 and a 12-month high of $207.58. The business’s 50 day moving average is $203.20 and its 200-day moving average is $195.82.

iShares Russell 1000 Value ETF Profile

iShares Russell 1000 Value ETF (the Fund), formerly iShares Russell 1000 Value Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the large capitalization value sector of the U.S. equity market, as represented by the Russell 1000 Value Index (the Index).